Merge Matters allows you to combine duplicate matters that were created from separate email threads into a single consolidated matter. This feature helps maintain cleaner matter organization when multiple requests are submitted for the same underlying issue.
Who can merge matters?
- Board members and matter owners can merge matters within the same board
- Matters can only be merged with other matters in the same board
How to merge matters
- Navigate to the matter you want to merge
- Click the action menu (⋮) in the top right corner
- Select "Merge matters"
- Choose the target matter to merge with from the list of available matters
- Select which matter fields to keep from each matter
- Confirm the merge
- You will be redirected to the merged matter
What happens during a merge?
When matters are merged:
- All conversation threads, files, and internal notes from both matters are combined
- All links to the original matter automatically redirect to the merged matter
- Future email replies to either matter will be captured in the merged matter, including:
- Board intake email address
- Original matter intake email address
- New matter intake email address
Important considerations
- ⚠️ Merges are irreversible - Once matters are merged, they cannot be separated.
- To merge with a matter in another board, you must first move the matter to that board.
- Only matters within the same board can be merged.
- All matter content and communication history is preserved in the merged matter.
Need help?
If you have questions about merging matters or need assistance, please contact our support team.